CRM created leads as SALES channel?

Forum|Forum|11 years ago
February 9, 2015
4 replies
2440 views

Does anyone place NEW LEADS created in the CRM (by sales) into a dedicated program, with a channel like "SALES-OUTBOUND" ? I noticed in the Marketo webinars on analytics they have a dedicated channel set up, and I'd like to assume this is not a bad practice. Any thoughts?

Marketo

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Best answer by Tara_Petre

We use a Sales generated channel and have campaigns listening for sales created with a source of SFDC, we then mark them with the appropriate acquisition program, source and source detail.

We use an inclusive analytics behavior for this channel with 2 possible statuses (member and engaged) with engaged being th success. We always mark them as member to avoid capturing false successes in our reports.

Tara_PetreAccepted solution

Level 4

We use a Sales generated channel and have campaigns listening for sales created with a source of SFDC, we then mark them with the appropriate acquisition program, source and source detail.

We use an inclusive analytics behavior for this channel with 2 possible statuses (member and engaged) with engaged being th success. We always mark them as member to avoid capturing false successes in our reports.

A

Anonymous

Thanks Tara! This is exactly what I envisioned. Curious: What do you define as your success trigger for this campaign?

Tara_Petre

Level 4

A success in this channel is 'engaged,' however, we don't actually mark leads in the sales generated channel with a success. They can be successful within other programs, but being created isn't considered a success within our organization.

Hope this helps!

A

Anonymous

Perfect, we'll mimic your ideas here. Thanks Tara.

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